Director Of Operations at Peak Financial Management, Inc. - Wellesley, MA, US
Chief Investment Officer
Contact Jeffrey Smith
Chief Compliance Officer & Senior Wealth Advisor
Contact Shaun Thompson
Director Of Operations
Contact Robert CFP(R)
operations manager
Contact Jennifer Mccarthy
administrative assistant
Contact Kristi Corrado
CERTIFIED FINANCIAL PLANNER⢠and President
Contact Nick Wolverton
Client Service Associate
Contact Roberto Pandolfi